To give more parallelism within InsideSales it would help users to get more use
out of the advanced search if it were re-designed to display more simply like
the dialer queries.

When you make a custom field searchable, that custom field will display itself in the Advanced Search in the (Leads, Accounts, Contacts, Deals Tab(s)).

It would be beneficial to multiple departments and most likely many businesses to have a simple recurring task reminder feature.

When creating a new deal, you have to manually enter the source for that deal. This can cause errors in reporting when agents fail to enter the source or if they enter it incorrectly.

The "Sort By" field in the advanced search section is hidden amongst all the other search criteria. For new users, it would help if it were more visible.

When a custom field is created and marked searchable for any of the various numeric data types (currency, integer, number, real #) you can only search for these fields with an exact value.

Shows how to mass update entire blocks of data at once. This can be particularly useful for managers who need to move large blocks of data between campaigns, or need to reassign ownership of data.

Shows how to export a standard list of data from any area of the InsideSales CRM. Uses the advanced search and Export to CSV functions found in all of the standard database lists.

Basic definition of a Deal record. Deals are short, generally simple records of a single transaction or sale.

Demonstrates how to use key date information when searching for records. This is useful for tracking down new records, or when looking for records that have been recently updated.